SpaceX Starlink Direct-to-Device plans took a significant step forward as the company prepares to launch its second-generation D2D service in the third quarter of 2027, according to filings made with the Canadian government on Monday, as reported by Benzinga. The move comes as SpaceX doubles down on satellite connectivity goals ahead of its first earnings report as a public company.
SpaceX had earlier partnered with Canadian telecom company Rogers Communications in 2025 to launch Starlink’s first-generation system in the country, which currently delivers supplemental messaging via five MHz of spectrum, the company said in the filing, according to Benzinga.
The company also said its acquisition of EchoStar’s 2 GHz spectrum rights will support its Starlink Gen2 V2 satellites, which are expected to offer speeds more than 20 times faster and a 100-fold increase in capacity, enabling full 5G cellular connectivity, Benzinga reported. SpaceX plans to begin initial data services by the third quarter of 2027, with voice services following months later.
SpaceX said it expects natively supported devices from Apple, Samsung Electronics and Alphabet to become available in late 2027, with full global polar coverage targeted by late 2028, according to Benzinga. The company confirmed it will offer non-exclusive service access across all interested mobile carriers, positioning its SpaceX Starlink Direct-to-Device network as a potential rival to traditional carriers.
The announcement comes as SpaceX prepared to host its first-ever earnings call as a public company on Tuesday, following its stock market debut in June, Benzinga reported. Ahead of the results, SpaceX stock had fallen below its $135 initial public offering price, with wealth manager Charlie Bilello describing the decline as a “reality check” typical of many newly listed companies, according to Benzinga.
Investor Ross Gerber, co-founder of Gerber Kawasaki, said the earnings call could also draw interest from Tesla investors, since it offers an additional opportunity to hear from Elon Musk each quarter, Benzinga reported. SpaceX shares rose 1.19% to $115.90 in pre-market trading on Tuesday, before closing the session at $114.53 per share.
Analysts and investors were closely watching SpaceX’s first quarterly results as a listed company, with attention also focused on SpaceX earnings details around Starlink subscriber growth, cash generation and capital spending, according to Benzinga. The scale of investment in AI infrastructure and orbital computing was expected to draw particular scrutiny alongside the company’s satellite connectivity rollout. The broader wave of major corporate earnings this year has drawn global investor attention, with Toyota also reporting significant global sales figures for 2026.
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